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Microsoft Dynamics CRM

G&F Financial Group was facing pressures to provide more insight into its member’s interactions with the institution.

It became evident to G&F Financial Group that this would be a major undertaking if they were to continue working with their existing custom CRM application, an application based off legacy technology and not easily extendible.

We deliver the complete integration and development of sales, marketing and customer service technologies. TopLine Strategies’ project management is designed to achieve 100 percent user adoption of the technologies implemented, and deliver measurable returns on investment for clients.

Whether our clients are searching for an expert firm to analyze and execute a critical project, employees to augment an information technology team or contractors to assist with technology needs, we deliver on-time, cost-effective solutions that optimize client results. Over the years, our methods have remained the same: establish long-term relationships, assess requirements, research and analyze options, recommend appropriate solutions, implement, integrate and optimize performance.

We deliver the complete integration and development of sales, marketing and customer service technologies. TopLine Strategies’ project management is designed to achieve 100 percent user adoption of the technologies implemented, and deliver measurable returns on investment for clients.

Whether our clients are searching for an expert firm to analyze and execute a critical project, employees to augment an information technology team or contractors to assist with technology needs, we deliver on-time, cost-effective solutions that optimize client results. Over the years, our methods have remained the same: establish long-term relationships, assess requirements, research and analyze options, recommend appropriate solutions, implement, integrate and optimize performance.